Senior Financial Analyst

Senior Financial Analyst at CATALIS

Catalis is a leading government Software as a Service (SaaS) and integrated payments provider, powering a wide range of government operations at the municipal, county, state, and federal levels. Our innovative solutions streamline processes, enhance efficiency, and improve the delivery of government services to the public. At Catalis, we are committed to leveraging technology to make government interactions simpler, faster, and more accessible.

We are seeking a Senior Financial Analyst to lead and provide dedicated financial support to our FP&A team and our software verticals within our innovative software business. Reporting to the Senior Director of FP&A, this role will partner closely with business unit leadership to drive financial performance, deliver actionable insights, and support strategic decision-making.

This role is hybrid (3 days per week) and based in our Jacksonville, FL office.

• Financial modeling & budgeting, developing sophisticated models for forecasting, annual budgeting, and long‑range planning for assigned software verticals, incorporating metrics such as ARR, MRR, Gross/Net Retention, churn, and acquisition costs.
• Management reporting, delivering concise high‑impact reports, exhibits, and dashboards tailored to vertical leadership and senior audiences.
• Deep variance analysis, identifying drivers of performance beyond numbers, including operations, market, and customer trends, and recommending optimizations.
• Narrative crafting, partnering with senior leadership to craft compelling financial and strategic narratives for board presentations, investor updates, and internal reviews.
• Business partnering, providing real‑time financial guidance on performance, investment decisions, and resource allocation to drive efficiency and growth.
• KPI development and monitoring, defining and tracking key performance indicators for cloud‑software such as LTV, ARR, MRR, CAC, gross/net margin waterfalls, and retention trends.
• Ad‑hoc analysis, supporting special projects including M&A evaluations, competitive benchmarking, and scenario planning.
• Process improvements, identifying opportunities to streamline FP&A processes, enhance data accuracy, and leverage automation tools.
• Purchase order analysis, reviewing and analyzing existing and new purchase orders, approving or rejecting unbudgeted requests.

• Bachelor’s degree in finance, accounting, economics, or related field.
• Minimum of 2–4 years of progressive FP&A experience, supporting senior leadership in a software company.
• Advanced proficiency in financial modeling and Excel (pivot tables, complex lookup formulas, etc.).
• Experience with cloud‑based FP&A tools (e.g., Adaptive Insights, Net Suite) and BI platforms.
• Familiarity with SaaS models, metrics, revenue recognition principles, and margin analysis.
• Exceptional ability to perform deep variance analysis, connecting financial results to operational and market drivers.
• Outstanding verbal and written communication skills and a knack for clear, persuasive financial narratives.
• Proven ability to build relationships and influence stakeholders at all levels.
• Thrives in a fast‑paced, growth‑oriented software environment with strong prioritization skills.
• Excellent analytical and organizational skills.

• A dynamic and supportive work environment in a mission‑driven organization.
• Competitive salary and benefits package, including health, dental, vision insurance.
• Unlimited PTO.
• HSA and FSA options.
• 401(k) plan with matching contributions.
• Paid parental leave.
• ABLE matching contributions for the disability community.
• Employer‑paid short‑term and long‑term disability insurance and group term life insurance.
• Financial and legal assistance through our Employee Assistance Program.
• Opportunities for personal development and career advancement, including free access to unlimited courses via Udemy.
• The chance to make a significant impact on the delivery of government services and the lives of citizens.

We are an equal‑opportunity employer and value diversity. We are committed to an inclusive environment for all. All candidates will be considered based on qualifications, merit, and business needs without regard to race, color, religion, national origin, age, non‑qualifying mental or physical disability, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, veteran status, or any other characteristic protected by applicable law.